Business Philosophy

Using a comprehensive fact-finding and planning process, Guido seeks to understand his clients' personal and financial goals.

In Guido's role as a Financial Life-Coach to his clients, he takes a proactive approach to handling their investments, business planning and other financial needs. From IRAs and comprehensive financial strategies to group insurance and pension plans for your business, Guido can help you create financial strategies tailored to fit your needs.

Services

Through his affiliation with Integrated Financial Partners, Guido can deliver a wealth of resources and solutions, including:

Personal Financial Services

• Investment Strategies and Management
• Insurance Needs Analysis
• Education Funding Strategies   
• Retirement Planning Strategies

Insurance & Annuities

• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Fixed & Variable 

Business Retirement Planning Strategies   

• Simple IRAs, SEPs, 401(k)
• Profit Sharing Plans                          
• Solo 401(k)                                     
• Deferred Compensation and Buy-Sell Agreements
• Insurance Business Succession Planning             

Employee Benefits

• Customized Employee Pension
• Profit Sharing
• Retirement Plans
• Group Health, Life and Buy-Sell Agreements
• Disability Insurance Business Succession Planning   

Education and Affiliations

Guido is an experienced financial planner with over 22 years in the industry. In addition, he uses the skills he acquired during the years spent in the food- service industry both in management and sales to assist his small business owners. He is a member of Ledgemont Country Club, the Ocean State Baptist Church, Chairman of the Board of “The Carpenter's Workshop” and on the board of the “Make a Difference Foundation”.

Personal Detail

Born and raised in Providence and Cranston, he now resides in Cumberland, RI with his wife Carla. Besides trying not to damage the fairways playing golf, Guido is an avid skier and hiker and spends time in Bethlehem, NH with family and friends. He also is involved in real estate where he owns and manages vacation properties.